Forrest
Padilla

Concorde Asset Management, LLC

CRD#4804740
Investment Advisor
in San Diego, CA
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About this Advisor

Forrest Padilla is a certified financial planner who works in San Diego, California, who has been in the industry for 14 years. Padilla is currently employed by Concorde Asset Management, LLC. During their career, the advisor has held roles at Concorde Asset Management, LLC, Independent Financial Group, LLC, Financial Designs LTD and Concorde Investment Services, LLC. Padilla has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California and Texas. Concorde Asset Management, LLC is a firm that has its headquarters in San Diego, California. It has offices in 35 locations and a total of 57 people on staff. It administers $218 million in assets under management between its 1,782 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,782 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. Concorde Asset Management, LLC offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services are offered. However, fees billed by Concorde Asset Management, LLC most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

5075 Shoreham Place Suite 200
San Diego, CA 92122

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Concorde Asset Management, LLC Brokerage Details

Total Assets Under Management

$217,936,169

CA Average: $943,424,332
Total Number of Employees

57

CA Average: 21
Total Number of Accounts

1,782

CA Average: 1,586
Average Account Size

$122,299

CA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Forrest Padilla Work History

Forrest has 14 years of experience.

2018 - Present (1 years)

Concorde Asset Management, LLC

2018 - Present (1 years)

Concorde Investment Services, LLC

2005 - Present (14 years)

Financial Designs LTD

2004 - 2018 (14 years)

Independent Financial Group, LLC

Disclosures

Forrest Padilla has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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